BUILD YOUR
Wealth &
Financial Legacy
Life insurance isn't just a stand-alone product; it's a crucial component of an effective financial plan that anchors your future, helping you achieve your changing dreams and goals. By acting as the engine that drives effective estate planning, wealth transfer strategies, charitable planning techniques, retirement planning, and tax-advantaged strategies, life insurance offers unparalleled protection for you and your loved ones.
Glen R. Golish, LUTCF®, CFBS®, BSP®, one of America's top life insurance producers, knows how to incorporate life insurance into a larger financial strategy to obtain the maximum benefit for his clients. With his extensive experience and training, Glen can identify the unique value-adds specific to your situation that other producers often overlook. Supported by a team of insurance and financial experts, Glen provides a personalized plan tailored to ensure your financial legacy is secure.
Glen R. Golish, LUTCF®, CFBS®, BSP®, one of America's top life insurance producers, knows how to incorporate life insurance into a larger financial strategy to obtain the maximum benefit for his clients. With his extensive experience and training, Glen can identify the unique value-adds specific to your situation that other producers often overlook. Supported by a team of insurance and financial experts, Glen provides a personalized plan tailored to ensure your financial legacy is secure.
Leadership Team
Meet Our Team
Founder and Managing Partner
Glen Golish – Founder
Senior Partner, Financial Planning & Wealth Management
Jared Morgenstern

Chief Strategy Officer
Nicolas Tranghese
Partner, Financial and Insurance Strategist
Rafael Abitbol
Partner, Wealth Management
Yosef Benson

Chief Operating Officer
RJ Miles
Partner, Property & Casualty Insurance
Rafi Benzaquen
Commercial and Residential Mortgage Services
Joseph Landsberg

Financial and Insurance Strategist
Idan Azoulay
Financial Protection Specialist
Moshe Gad

Executive Administrative Assistant
Jennifer Moore

Client Experience Coordinator








